13F Filings History of Heritage Wealth Partners, LLC

Latest 13F report
Q1 2025 - 14 May 2025
Value $
$65,593,370
Signature - Title
Matthew Keyes - Chief Compliance Officer
Location
Dublin, OH
Summary
This page shows a list of all the recent 13F filings made by Heritage Wealth Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Heritage Wealth Partners, LLC reported 65 stock holdings with total value $65,593,370 as of Q1 2025. Top holdings included GLD, IVV, BRKB, QQQ, and NVDA.

Notify me when Heritage Wealth Partners, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q1 2025 65 $65,593,370 +$16,080,538 -$26,275,336 -$10,194,798 GLD, IVV, BRKB, QQQ, NVDA 13F-HR 14 May 2025, 14:47
Q4 2024 67 $79,704,939 +$16,068,358 -$22,870,607 -$6,802,249 IVV, QQQ, NVDA, DIA, AAPL 13F-HR 13 Jan 2025, 14:52
Q3 2024 67 $85,021,092 +$24,536,165 -$9,961,097 +$14,575,068 IVV, ZROZ, QQQ, DIA, NVDA 13F-HR 08 Oct 2024, 17:39
Q2 2024 58 $69,028,938 +$16,801,224 -$5,199,463 +$11,601,761 IVV, QQQ, DIA, NVDA, MSFT 13F-HR 05 Jul 2024, 15:25
Q1 2024 44 $45,642,738 $0 $0 $0 IVV, QQQ, AAPL, MSFT, DIA 13F-HR 25 Apr 2024, 15:57
Q4 2023 44 $48,996,670 +$1,625,270 -$3,693,424 -$2,068,154 IVV, QQQ, AAPL, MSFT, DIA 13F-HR 19 Jan 2024, 10:40
Q3 2023 39 $46,879,032 +$6,744,219 -$128,337,954 -$121,593,735 IVV, QQQ, AAPL, DIA, BIL 13F-HR 18 Oct 2023, 11:37
Q2 2023 69 $169,780,120 +$116,070,885 -$73,481,370 +$42,589,515 UNITED STATES TREASURY BILLS BILL, IVV, UNITED STATES TREASURY BILLS BILL, UNITED STATES TREASURY BILLS BILL, UNITED STATES TREASURY BILLS BILL 13F-HR 11 Aug 2023, 10:46
Q1 2023 30 $126,268,722 +$102,042,733 -$85,563,080 +$16,479,653 UNITED STATES TREASURY BILLS BILL, UNITED STATES TREASURY BILLS BILL, UNITED STATES TREASURY BILLS BILL, UNITED STATES TREASURY BILLS BILL, UNITED STATES TREASURY BILLS BILL 13F-HR 04 May 2023, 10:20
Q4 2022 48 $108,670,000 $0 $0 $0 IVV, UNITED STATES TREASURY BILLS BILL, UNITED STATES TREASURY BILLS BILL, UNITED STATES TREASURY BILLS BILL, UNITED STATES TREASURY BILLS BILL 13F-HR 10 Feb 2023, 12:16